Asset Strategy Consultants LLC

RIASEC RegisteredEst. 1998

Total AUM

$5.2B

Discretionary

$395M

8% of AUM

Avg account

$107M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hunt Valley, Maryland
CRD number: 110800
Registered since: February 3, 1998
Website: www.assetstrategyconsultants.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Insurance Companies48.09%
Charitable Organizations32.84%
Pension & Profit Sharing Plans13.34%
Other2.64%
HNWI1.57%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Asset Strategy Consultants LLC is an independent, SEC-registered investment adviser that has operated since 1998. The firm functions as a capital allocator for both high-net-worth individuals/families and institutional clients, offering advisory work that ranges from discretionary portfolio management to selection and oversight of outside managers. Its service set includes portfolio management for individuals and businesses, pension consulting services, publication of periodic research or newsletters, and educational seminars and workshops. Fee arrangements are flexible and include asset-based fees as well as hourly and fixed-fee engagements. The firm does not position itself as an ESG/active sustainability investor according to the reported attributes. It is classified as a domestic limited liability company and reports involvement with third-party managers rather than running only in-house product lines.